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Nuveen AMT-Free Quality Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
151
Oak Harbor Wealth Partners
North Carolina
$296K +$28 +2 +0%
WS
152
Wedbush Securities
California
$294K +$21.3K +1,530 +7%
CBTWT
153
Community Bank & Trust (Waco, Texas)
Texas
$293K +$21.2K +1,523 +7%
HVIA
154
Hudson Valley Investment Advisors
New York
$289K – – –
DAS
155
Dynamic Advisor Solutions
Arizona
$287K -$109K -7,837 -26%
CIA
156
Choate Investment Advisors
Massachusetts
$280K – – –
WKWM
157
Walter & Keenan Wealth Management
Indiana
$275K – – –
Financial Engines Advisors
158
Financial Engines Advisors
California
$273K +$288K +20,693 New
AWM
159
Apollon Wealth Management
South Carolina
$270K -$48.8K -3,500 -15%
SI
160
Stephens Inc
Arkansas
$266K -$51.4K -3,688 -15%
BS
161
Boenning & Scattergood
Pennsylvania
$266K – – –
VR
162
Viridian RIA
Washington
$263K -$279K -20,000 Closed
FCH
163
Freestone Capital Holdings
Washington
$262K – – –
MCA
164
Magnolia Capital Advisors
Mississippi
$262K +$278K +19,946 New
STA
165
Summit Trail Advisors
New York
$254K -$62K -4,448 -19%
IAMOG
166
Investors Asset Management of Georgia
Georgia
$250K +$70 +5 +0%
MA
167
MAS Advisors
Florida
$248K – – –
GLA
168
Good Life Advisors
Pennsylvania
$248K +$96.8K +6,949 +58%
LWAC
169
Laurel Wealth Advisors (California)
California
$243K -$41.5K -2,975 -14%
PMG
170
ProVise Management Group
Florida
$238K -$15K -1,076 -6%
PWP
171
Private Wealth Partners
California
$237K – – –
AR
172
Apeiron RIA
Texas
$235K +$56 +4 +0%
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$233K +$36.9K +2,650 +18%
SSB
174
Sandy Spring Bank
Maryland
$230K – – –
SAM
175
Secure Asset Management
Michigan
$229K +$243K +17,449 New